AIM

Acropolis Investment Management Portfolio holdings

AUM $1.97B
1-Year Est. Return 10.43%
This Quarter Est. Return
1 Year Est. Return
+10.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.82B
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$6.27M
2
+$4.9M
3
+$4.01M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.75M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$3.59M

Top Sells

1
+$1.47M
2
+$1.11M
3
+$1.04M
4
TT icon
Trane Technologies
TT
+$724K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$605K

Sector Composition

1 Technology 2.53%
2 Financials 1.51%
3 Industrials 1.2%
4 Consumer Discretionary 1.07%
5 Consumer Staples 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PM icon
176
Philip Morris
PM
$239B
$380K 0.02%
2,087
-663
CRWD icon
177
CrowdStrike
CRWD
$135B
$362K 0.02%
710
J icon
178
Jacobs Solutions
J
$18.3B
$358K 0.02%
2,726
-27
PH icon
179
Parker-Hannifin
PH
$107B
$357K 0.02%
511
NUSC icon
180
Nuveen ESG Small-Cap ETF
NUSC
$1.2B
$354K 0.02%
8,700
LYB icon
181
LyondellBasell Industries
LYB
$13.8B
$352K 0.02%
6,089
-3,430
INTU icon
182
Intuit
INTU
$181B
$349K 0.02%
443
+17
MNST icon
183
Monster Beverage
MNST
$68.1B
$334K 0.02%
5,339
+14
PFE icon
184
Pfizer
PFE
$139B
$334K 0.02%
13,785
-1,883
NOC icon
185
Northrop Grumman
NOC
$81.2B
$334K 0.02%
668
+4
VLUE icon
186
iShares MSCI USA Value Factor ETF
VLUE
$8.42B
$332K 0.02%
+2,935
VIG icon
187
Vanguard Dividend Appreciation ETF
VIG
$97.8B
$330K 0.02%
1,614
+27
GE icon
188
GE Aerospace
GE
$324B
$326K 0.02%
1,267
+49
SUSA icon
189
iShares ESG Optimized MSCI USA ETF
SUSA
$3.71B
$322K 0.02%
2,540
SPMB icon
190
State Street SPDR Portfolio Mortgage Backed Bond ETF
SPMB
$6.42B
$320K 0.02%
14,495
+800
SPIB icon
191
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
$319K 0.02%
9,500
+480
TSCO icon
192
Tractor Supply
TSCO
$28.7B
$317K 0.02%
6,001
-587
ETN icon
193
Eaton
ETN
$145B
$317K 0.02%
887
+4
CPRT icon
194
Copart
CPRT
$39.2B
$307K 0.02%
6,248
+11
VOOG icon
195
Vanguard S&P 500 Growth ETF
VOOG
$20.5B
$305K 0.02%
+770
VFH icon
196
Vanguard Financials ETF
VFH
$12.7B
$304K 0.02%
2,391
+4
AOA icon
197
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.62B
$304K 0.02%
3,643
+11
VEU icon
198
Vanguard FTSE All-World ex-US ETF
VEU
$51.1B
$301K 0.02%
4,485
+21
IHI icon
199
iShares US Medical Devices ETF
IHI
$4.3B
$301K 0.02%
4,800
IGSB icon
200
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.3B
$299K 0.02%
5,662
-165
6 7
8
9 10